Financial Planning Expert

3 days ago


Santa Fe, New Mexico, United States Jobot Full time
About Us

Jobot Consulting is a leading provider of financial consulting services to the nonprofit industry. We are committed to delivering exceptional results and supporting our clients' missions.

Compensation

The salary for this role is $40-$50 per hour, depending on experience and qualifications.

Responsibilities

This role will involve providing strategic financial leadership and direction to clients, including:

  • Financial planning, budgeting, and forecasting.
  • Analyzing financial data to identify trends, potential risks, and opportunities for improvement.
  • Developing and implementing financial policies and procedures.
  • Preparing and presenting financial reports.
  • Working closely with clients to understand their business needs and provide tailored financial solutions.
  • Leading and managing financial projects.
  • Providing training and mentorship to junior finance team members.
Requirements

To be considered for this role, you will need:

  • A Bachelor's degree in Finance, Accounting, or a related field.
  • Minimum of 10 years of experience in a senior financial management role, with a proven track record of success.
  • Strong knowledge of financial planning, budgeting, and forecasting.
  • Excellent analytical skills, with the ability to interpret complex financial data and provide actionable insights.
  • Excellent communication and presentation skills, with the ability to explain complex financial information to non-financial stakeholders.
  • Strong project management skills, with the ability to manage multiple projects simultaneously.
  • Proficiency in financial software and Microsoft Office Suite.
  • Willingness to travel as needed to meet with clients.


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